
Where Strategy Meets Execution
Global Reach, Local Presence
Botsford Associates is a boutique management consulting firm with deep subject matter expertise in capital markets, wealth management, and asset management.
We provide strategic guidance and tailored solutions to our client's most critical and transformative projects globally. Our project portfolio encompasses many initiatives, from complex regulatory changes to operational optimization and digital transformations.
By bridging the gap between business and technology, we enable successful end-to-end execution of innovative strategies and deliver exceptional value with measurable results.
Why Botsford Associates
We think there is a better way to solve complex problems
Latest Highlights
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CFTC Other Commodity Asset Class UPI Rules
April 2025
Regulation Overview, Key Objectives, Regulatory Timelines, Proposed Additional Reportable Data Fields, Geographical Masking Decision Tree
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CFTC’s Operational Resilience Framework Rules
April 2025
Regulatory Overview and Expected Regulatory Timeline, Required Governance of the Operational Risk Framework, The Three Required Component Programs/ Plans: Information and Technology Security (ITS) Program, Third-Party Relationship Program, and Business Continuity and Disaster Recovery Plan, Other Required Elements within the ORF
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Our Partnership with Capitalize for Kids and the Geneva Centre for Autism
March 2025
We partnered with Capitalize for Kids and the Geneva Centre for Autism in the development of a sustainable and equitable subsidy program that enhances access to essential autism services for families facing financial barriers.
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South Africa G20 Trade Reporting
March 2025
Latest Developments to Achieve OTC Trade Reporting, Details of Strate being Licensed as a Trade Repository, Latest Developments and Next Steps for Trade Reporting in South Africa, Reporting Obligations in FSCA Conduct Standard
What we do
We are dedicated to deeply understanding our client’s businesses and specific needs and partner closely with them to bring resourceful, impactful, and sustainable solutions that drive long-term success.
As a firm committed to staying at the forefront of technology, we continuously explore real-world applications of big data, predictive analytics, and cloud computing, leveraging these technologies to help our clients capitalize on opportunities for growth in an increasingly competitive market.
Practices
Capital Markets
Our leaders draw on experience in project transformation across all levels of business, from design to execution, to enhance operational efficiency, technological infrastructure, cost optimization, and automation initiatives.
Global Wealth and Private Banking
Firms need strategic frameworks that include the flexibility to evolve when crafting new and bold plans to remain resilient and profitable in a constantly shifting landscape.
Asset Management and Insurance
The industry is transforming as rapid digital innovations, market volatility, heightened client interest in ESG (environmental, social, and corporate governance) investments, and transparency around pricing, all collide to create new challenges.
Retail Banking and Payments
Banking is becoming an increasingly digital and customer-driven world with demands of on-the-go convenience and concerns around data protection at the forefront of a rapidly changing global economy.